Running Your First Campaign — Quick Start Guide
Walk through the campaign wizard — from naming your campaign to sending invitations
Creating a campaign takes about 10 minutes. Before you start, make sure you have: - A positive prepaid balance (Billing → Add Funds if needed) - A Signal Event to run (browse the Signal Event Library, or build one in Event Studio) - A list of participants (at minimum: their email addresses)
Click New Campaign from the Campaigns page to open the campaign wizard. The wizard has seven steps — the progress bar at the top shows where you are and what’s ahead. Your work saves automatically as you go.
Step 1 — Setup
Give your campaign a name and, optionally, a description.
Campaign name (required) — The name appears in participant invitation emails and on the welcome screen participants see when they click their session link, so make it clear and meaningful to them. ""May Employee Pulse — Operations Team"" is better than ""Campaign 3.""
If you’ll run the same Signal Event multiple times (e.g., quarterly), include a time period or cohort identifier in the name so campaigns stay distinct: ""Win/Loss Analysis — Q3 2026 — Enterprise"" vs. ""Win/Loss Analysis — Q4 2026 — Enterprise.""
Description (optional) — Internal only. Participants never see it. Use it to note the campaign’s purpose, owner, or context for your team.
Click Continue to move to the next step. No draft is created yet — that happens once you select your Signal Event in Step 2.
Step 2 — Event
Select the Signal Event for this campaign. You have two options: - Choose from the Signal Event Library — browse Savo-provided reference events and your own previously published events. Preview any event before selecting. - Build a custom event in Event Studio — design an interview tailored to your specific research goal. Session length and structure are configured inside Event Studio.
Once you select an event, your campaign is saved as a draft. You can close the wizard and return to it later from the Campaigns page.
Step 3 — Audience
Add participants. You can: - Enter email addresses manually - Upload a CSV - Select from your existing Participants list
Each participant receives a unique, personal invitation link — not a shared link.
Step 4 — Schedule
Invitation send date and time — Send invitations immediately or schedule them for a future date and time.
Campaign end date — The deadline by which participants must complete their session. Expired links won’t work after this date. Give participants enough time — typically 5–10 business days for good response rates.
Cost estimate — The wizard shows the maximum cost for the campaign based on the Signal Event’s session length and your participant count. This is a ceiling — it cannot be exceeded. If sessions complete more quickly or some participants don’t complete, the unused portion is returned to your prepaid balance. If your current balance doesn’t cover the estimated cost, the wizard will flag this before you can launch.
Step 5 — Survey (optional)
Optionally attach a survey to your campaign. If you don’t need one, you can skip this step — it’s marked optional in the wizard.
Step 6 — Content
Customize what participants see and receive throughout the campaign. This step has four tabs:
- Email — The invitation email participants receive with their session link.
- Welcome — The screen participants see before starting their session.
- Thank You — The screen shown after the session ends.
- Reminder — A follow-up email for participants who haven’t completed yet (shown when reminders are enabled).
Each tab shows a field editor on the left and a live preview on the right so you can see exactly how the content will appear. All fields are optional — leave any field blank to use the default text.
Step 7 — Review & Launch
Review all campaign settings: event, participants, schedule, and cost. When everything looks right, click Launch Campaign.
Invitations go out at the scheduled time. Most campaign settings lock after launch — but you can still update the end date in Schedule, and the Content step stays fully editable so you can adjust participant-facing messaging at any time.
After launch
Monitor progress from the campaign detail view: completion rates, sessions in progress, and status updates appear in real time.
Once all sessions are complete (or the campaign end date passes), Savo runs the scoring pipeline and generates your report. Completed reports appear in the Reports section. Depending on the number of sessions, this typically takes a few minutes to a few hours.
See Monitoring Campaign Progress and Completion Rates for how to track an active campaign, and Reading Your Insights Dashboard for how to interpret your results.